SERVICES

We help our clients align their investments with the purpose and goals of their wealth.

Strategic Asset Allocation

At Marzac Investment, we believe the most important starting point for the long-term management of wealth is to understand its purpose in human terms and how that translates into an investment strategy.

We spend time with clients to understand their overall objectives, both financial and non-financial. We encourage clients to consider how their assets can serve the purpose of their wealth to:

Protect – To meet expenditure
Grow – For the long term
Enjoy – Properties and other assets

Investment Committee

At Marzac Investment, investment strategy recommendations are guided by our investment committee.
This forum benefits from the perspectives and significant experience of the three investment teams across our international alliance, as well as input from external research analysts.

Investment Selection

Our approach to investment selection is disciplined and purpose-driven. We seek strategies built on a clear philosophy and process, consistently applied over time, with a demonstrated ability to deliver repeatable investment returns. Alignment of interests between managers and investors is essential, and we prioritise strategies implemented within robust, fit-for-purpose operational frameworks.

Sustainable & Impact Investment

We create Investment Policy Statements that define each client’s approach to sustainable and impact investing. We advise across the full impact spectrum of capital, in both liquid and illiquid assets, utilising specialist and multi-asset managers. Our in-house impact and engagement assessment and reporting tools allow us to independently evaluate managers and their investments, enabling us to support—and challenge—their investment and impact theses where necessary.

Private Assets

We have deep expertise and resources in private equity. We advise clients on building, monitoring, and reporting bespoke private equity programmes.

Consolidated Reporting

We have partnered with Addepar, a leading consolidated reporting platform, enabling us to provide families with a complete balance sheet overview, accessible online and on mobile devices. We deliver bespoke reporting tailored to each client’s needs, ranging from daily equity monitors to monthly dashboards, private equity reporting, and performance contribution analysis.